Wealth management

Family office Lausanne

A structure comparable to that of the great fortunes

You built a wealth which you wish to protect, but you also wish to take advantage of opportunities to assure its growth, with the aim of improving your current and future financial situation.
You realise that the world moves ceaselessly and that the commercial and financial flows

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  • Investors often classify stocks into two categories: value or growth. The first category includes traditional companies, with stocks that have fairly reasonable valuations and often pay high dividends. Companies are generally well-established and are active in "relatively" stable and predictable industries. Managers are often experienced people with many years of experience. The second category is
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    • Conseils Spéculatifs
    • Gestion De Fortune
  • 2019 was a surprising year in many ways. The predictions of many banks in early 2019 were mostly correct: economic slowdown and high uncertainties due to Brexit and the trade war. Logical conclusions: the banks recommended caution on equities and short durations on bonds. While these predictions turned out to be correct, the result on
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    • News
    • Speculative Advice
  • Do you want to become an owner? Do you want to renew your mortgage? Are you wondering what will happen to your second pillar in the future? Would ii not be wise to take advantage of the benefits of home ownership? We compare and negotiate the best mortgage rates in the market on your behalf
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30 years of experience in asset management

Personal and privileged contact

Direct access to private placements

Affiliated with the
OAR-G